Client Service Associate

Join to apply for the Client Service Associate role at UBS .

Your role

Are you truly service oriented? Do you know how to take care of people?

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help with the preparation of reports and other materials for client meetings.
• Collect the right documentation for opening new accounts and service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.
• Become an expert in the systems and platforms used at UBS to support client service and team operations.

Job Type

Full Time

Job Reference

332456BR

City

Miami

Your team

Youll be joining a Wealth Management team within Wealth Management Americas (WMA), led by a Managing Director. This streamlined, high-touch team delivers advice-based solutions through a fully integrated suite of products and services tailored to meet the complex needs of ultra-high-net-worth individuals and families.

Your expertise

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. Thats why we place collaboration at the heart of everything we do. Because together, were more than ourselves. Want to find out more? Visit ubs.com / careers.

Join us

At UBS, we know that its our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. Were dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. Thats why collaboration is at the heart of everything we do. Because together, were more than ourselves. Were committed to disability inclusion and if you need reasonable accommodation / adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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